Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
$17.9M Sell
481,892
-413,789
-46% -$15.4M 6.53% 6
2023
Q2
$22.2M Sell
895,681
-1,957,719
-69% -$48.5M 6.03% 6
2023
Q1
$40.8M Sell
2,853,400
-943,314
-25% -$13.5M 5.02% 7
2022
Q4
$51.9M Buy
3,796,714
+75,424
+2% +$1.03M 7.19% 5
2022
Q3
$36.2M Sell
3,721,290
-2,786,442
-43% -$27.1M 5.07% 7
2022
Q2
$53.5M Sell
6,507,732
-125,905
-2% -$1.03M 6.33% 6
2022
Q1
$92.9M Buy
6,633,637
+1,100,146
+20% +$15.4M 8.22% 3
2021
Q4
$138M Sell
5,533,491
-166,920
-3% -$4.17M 10.06% 2
2021
Q3
$137M Sell
5,700,411
-117,053
-2% -$2.82M 10.05% 2
2021
Q2
$159M Sell
5,817,464
-1,284,610
-18% -$35.1M 11.73% 2
2021
Q1
$142M Sell
7,102,074
-315,285
-4% -$6.31M 12.03% 2
2020
Q4
$138M Sell
7,417,359
-468,755
-6% -$8.75M 12.1% 2
2020
Q3
$137M Buy
7,886,114
+103,531
+1% +$1.79M 13.48% 2
2020
Q2
$106M Sell
7,782,583
-1,428,257
-16% -$19.4M 10.21% 2
2020
Q1
$79.7M Buy
9,210,840
+6,210,840
+207% +$53.7M 9.37% 4
2019
Q4
$33.1M Buy
+3,000,000
New +$33.1M 3.17% 11